Contact Sync Settings do not match te contact feld names in zoho books
Hallo The feeld names dislplayed in the contact sync settings of zoho CRM do not match the name of the feelds in zoho books. For example : Contactpersonen Zoho Finance Suite Accounts Zoho CRM-velden Notacode
CRM Integration
Hi, We have built a SASS app in the long term rental market and our users generally consist of Landlords and Tenants, these users are stored within our system (ASP.NET MVC) but we are looking to integrate a few different elements of zoho one into our
lead count update automation
I want that if a lead lands on my zoho crm leads module, if lead meats some specific criteria like ( leads ) campaign is equal to ( ABC ) & there is also a campaign name called ( ABC ) then update the lead count in the campaign automatically. i use the bellow function but it is not working campId = "3078208000001883001"; mp = Map(); mp.put("CAMPAIGNID",campId.toLong()); resp = zoho.crm.updateRelatedRecord("Campaigns",campId.toLong(),"Leads",leadId.toLong(),mp); info resp; i have also edited the arguments
Rearrange transition buttons.
Hi, Is there a way to rearrange the transition buttons that were created from the blueprint? Many thanks Stanley
Change of Flow in Creation of New Account Using Standard Lookup Fields
Hello everyone, We have changed the existing flow of new account creation through the standard look-up fields, which allows one to create an account with only the Account name. The "Account name" field present in the Contacts, Accounts, Deals, Quotes,
Dynamically update checkbox
Dear all, I have in CRM some custom fields (checkbox) which I want to update automatically. We have different subscriptions that we offer to our customer. The goal is to set the checkboxes (each checkbox represents a subscription we offer) to true
Best way to set up CRM
I have been using Zoho for several years now, but I am embarrassed to say that I am still not quite sure I am using it the right way. Here is my challenge/question. I have a company, that I would like to become a client. They are on my targeted list.
Get list of Products every day
Hi, I'm building a php website that need to get the list of products of zoho every day (by cron). i installed the SDK PHP, but i don't understand how my program gonna be able to refresh the Oauth token alone ? Is there an example in the PHP SDK ? Th
import data from Google Sheets
I have a subform under a module that I want to populate data into by having the subform pull from a Google Sheet. Is this possible, and if so, how?
Skipping import of new leads doesn't check contacts module
I tried to see if others have this issue, but have not seen any posts. When leads are created, whether by list import or automatically from a website contact form, it seems Zoho will skip based on email only if that email is in a Lead record, but does
Zoho CRM and Books --- sales orders into invoices
Hi, Zoho CRM and Books ---> sales orders into invoices We are looking at moving over from Quickbooks/ Salesforce into Zoho CRM and Zoho Books. A key thing is sales orders. We get bulk sales orders & then issue invoices when items are ready for shipment, sending off invoices for parts of the order. From what I can tell, we can raise a sales order in zoho crm, but can we issue invoices from that sales order in zoho books? Your assistance very much appreciated! Kind regards,
Automatically Update New Opportunity Owner to Match Account Owner
I am in need of a custom function to accomplish the following scenario: Our software runs on an annual subscription model. When customers are approaching 30 days of their subscription renewal, an opportunity is automatically created for the renewal. This
Workflow rule does not trigger/run when the 'field update' field is updated by a finction.
Hi there, I have found that workflow rules do not trigger when the field that is set as "Field update" is up dated by a function. I have a DEAL workflow rule set like this, When do you want to execute this? : *On record action, *field update. I have created a schedule action. I have specified a field (on the deal), which is updated by a function. The function that updates the field is run in a blueprint in the TASK module. The workflow rule works as expected when the field is updated either manually
Automating Converting Leads to Contacts and Creating Deals
We load our leads into Zoho CRM, use the synch function to connect to Zoho Campaigns which we use to send email marketing campaigns out to the leads. The campaign activity (e.g. opened email, clicked thru, etc) are automatically reflected in CRM but we
Linking to Modules
Our CRM has multiple modules which make for a very long page. It would be much easier if there were a tabbed solution or we could create links to modules on the right hand side. Does anyone have any solutions to this? I keep hearing from Zoho that they're
Updating layouts with different stages
I would like to have two separate leads and deal layout. For example, a service lead converting to a deal and a sales lead converting to a deal. Both will have different stages and fields. I have one lead and deal layout added and mapped currently. However,
How to auto merge leads when new info gets ingested into the CRM
We have 2 contact forms connected to Zoho CRM. The first contact form is the initial contact form that any user on our website can fill and send. This has been setup to automatically create a new lead inside Zoho CRM. The second one is a form where users
Zoho Forms accessed through CRM button - lookup field not working
I want to create a Zoho Form that will be accessed inside a Zoho CRM module record with a button. The Zoho Form will allow the user to modify the record in a more pleasant/efficient way than filling all the fields inside Zoho CRM. I easily created this
Filtering in lead view
The way that the filters work seems to have changed this week and I can't get to the relevant place to do a filter as it won't let me scroll. Any suggestions?
Extension Pointers - JS SDK Series #6: Working with ZOHO CRM Field's metadata using the Metadata API in widgets
Metadata generally refers to the data that provides information about certain aspects of the given data. Metadata API can be used to request data about data and get a response. The ZOHO.CRM.META API in JS SDK helps to fetch metadata about fields, layouts,
Zoho Phonebridge updated to API V3 but Vonage remains in V2 for the resto of the year.
We have this problem and then the Phonebridge integration fails. Is there a way to run it in V2 while December? so it matches the V2 on the Vonage side?
Autopopulate the main field of any module
There are certain module such as deals where we cannot add a function in the main deal name. Is it possible that I can make a deal name as a compilation of different variables in the deal like "Customer Name-Quantity-Quality". Can you help me with the
Change the layout for an existing record?
I created a new layout for the Products module with many additional fields than the original standard one. I need to apply this new layout to many pre-existing Product records that were created with the standard layout. Is it possible to change the
Duplicates in reports.
In some of our reports shows duplicates of our contacts... which makes things confusing. It is a "Contact " report where the Contact Name is the main thing and then other fields added alongside. When we generate the report it shows me the list of Contacts,
400 error when submitting API refresh token request
I'm trying to set up the OAuth and generate the refresh token, but every time I send in the post request I get a 400 error and the message " An error occurred while processing your request.Please try again later." I'm certain that all of the access information
Portal user unable to create note on a record
The portal user created for a custom module is unable to see previous notes on the records as well as unable to create notes on current and new records linked to them. I have attached screenshot showing the error. We have checked the permission settings
Email bouncing using Office365 Mail Servers
I have a client that sends and receives email in Zoho CRM using her Outlook (Office365) email. I set up the account to use the Office365 Mail and SMTP servers, and for a couple of years it has worked fine. Recently, many of the emails she sends are bouncing
How do you get a record to END a blueprint and exit it?
We have a rather complicated blueprint. However when the record gets to the end of the blueprint it seems to stay in there and we cannot update the state as it is locked in the blueprint. HOW do you get the record OUT of the blueprint so the state can
File Upload to Quote
Hi there, I'm looking for a CRM that will allow me to interface with an API to create a quote and attach images to it. I see that Zoho provides file upload that's associated with an "ID" but it's not clear whether this ID can be a Quote ID. Thanks
Linking Emails to Deals within Contacts Module
Hey Zoho Team, I'm setting up Zoho CRM for a client who has multiple contacts on each deal. Are there any plans in the future to allow email linking to a deal from within the contacts module? It would definitely help us manage our data more efficiently.
CSV import upload to CRM stuck in progress
Hi all, I have a CSV file with about 10 contacts (just for testing) that I am trying to import to CRM Leads. The import has been stuck in progress for a while now, and not one contact has been imported. I have imported CSV files with hundreds of contacts
Links in Mail Templates are broken
All links in templates are changes from something like: '<a href="mailto:email@email.com">...' are being changed to something similar to: '<a href="https://email-view.com/click.zt?linkDgs=91868c96e67&mailDgs=91868c96e5f">...' This change completely breaks mailto urls and may cause issues with other urls. There was a post on the same exact issue 10 months ago that was supposedly fixed, this can be found at: https://help.zoho.com/portal/en/community/topic/links-in-emails-not-working-2-9-2015
Where is Mail Merge History stored
I sent out a mail merge but I can not find anywhere in this program where there is any history of evidence that anything was sent out to my contacts. Also, is there any way to send an mail merge with an attachment? I was hoping this program would be
"On User Input" trigger in CRM
Hi all, what are your thoughts on making "On User Input" an available trigger for workflow rules? Seems like it would make form input a bit smoother when calling custom functions to populate fields. This is already a feature in Creator.
php sdk 3 date upsert
hello, i am trying to upsert a date via php sdk 3 and i always get this error I tried both string "aaaa-mm-dd" and a datetime object : $date = "2020-01-01"; // this gets "PHP exception":{"message":"","file":"/var/www/vendor/zohocrm/php-sdk/src/com/zoho/crm/api/util/Converter.php"
Date of Birth Field without Birth Year
Hello, We rarely have the birth year of our contacts. Is there any way to capture the info w/ just month / day, so that we can still search on this field as a date? What have others done?
Tag leads that match list
I have a list of about 250 companies. I'd like to identify leads that are in those companies. I'd like to either tag or update a field to the leads from those companies. I'm not sure how I can do this. Any suggestions?
How to take information from website and import into a particular Lead layout
Hi, I have a website which is linked to Zoho CRM, our website uses Gravity Forms with a Zoho CRM plugin. In Zoho CRM I have two lead layouts I want to use for this website. One layout is for new members signing up and another layout is when a member submits
App Spotlight: Global Address Finder for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Global Address Finder for Zoho CRM Collect, validate, and automatically enter exact street addresses in your Zoho CRM from a database
Automatic Capitalization of Name Field
Hello would like to be able to build a custom function to auto-capitalize the Name field, using a custom function. We bring leads to ZohoCRM in from Unbounce. Thanks!
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